Feature Request: Add a transaction name list/memory

[Urkaz]

Describe the feature

Since I was previously using an Excel spreadsheet to manage my finances, I had to enter everything by hand. However, my spreadsheet had a list of common transaction names in a dropdown list, so I could quickly select a name (for example: "Amazon Purchase", "AliExpress Refund", "Rent", etc.). I'm really missing something like that in Sure.

I know we have categories and tags, but they don't cover my needs in this regard.

I think it would be useful to be able to define a set of transaction names and quickly select one when creating or modifying a transaction, with a search box similar to the one used to select a category. Of course, you could still type a new transaction name without having to select one of the existing ones.

Maybe the transaction name list could even be automatically populated from existing transaction names.

Why is this feature important?

As someone who enters all transactions manually, having this feature would improve my experience and make transaction creation much faster.

Additional context, screenshots, and relevant links

No response

[adbsmith]

Related to this, I find it a little odd that the merchant/payee/payer is not the primary data entry point for a transaction. Coming from YNAB, I am used to transactions requiring the merchant/payee/payer, the date, the inflow/outflow amount, and whether it has cleared or not. There were optional fields for notes so that you could add additional details, but the way they have it makes transaction entry much faster because the merchant/payee/payer field auto-fills.

[DennisBinford]

If you give me more details on how that would work, potential optional filters we should put in, as I believe the end consumer may have different ways they want this auto transaction name population to work. The way I would personally implement it is to just have the Description be the field you are talking about. Therefore you could have "Amazon Purchase" and "Amazon Prime Subscription" that would both have Amazon as the merchant but have different default rules for category, tags, default amount. The latter of like a default amount is something that we may want to have be configurable as a rule per auto filling descriptions as for a Subscription it would make sense but not for a generalized purchase. Let me know if that implementation makes sense, I may get around to this after I get my efforts to make importing much simpler with PDFs so that I can just be using this more beefed up version of manual entry to round out the edges.

[Urkaz]

I'm talking about the current transaction name/description. This one:

This is what I had in my old spreadsheet:

The transaction name is a text field that you can edit like it does right now, but when typing you get suggestions from an already configured list.
That list could be something you fill in the app settings, or an autogenerated list from the name of older transactions (like a memory), making it faster to just type "amaz" and then get suggested with some options related to "amazon" or similar words.

The transaction name suggestions could be something like the google search. It's a text box, but when you start typing, you get the suggestions below in a dropdown list. Something like this:

[DennisBinford]

Yeah I understand, will start working on this eventually as well as it will be a useful feature, likely once I get to edge cases in my current flow.

[Botrops1]

I am fully supporting this one feature request also be introduced into Android application, to unify New Transaction experience on both devices. At the moment Android app is still on v 0.6.9 and add transaction dialog is missing:

• transaction description prediction (this feature)
• categories are missing colour and emoji label
• no tag, merchant and notes available in New Transaction dialog (unlike web interface) and can be changes only in Edit Transaction